See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,126 | $81,460-6.5% | $103,333-26.3% | $80,856-5.9% |
| Participation rate | 71.7% | 66.8%+4.9pp | 74.5%-2.8pp | 67.6%+4.1pp |
| Annual return | 12.29% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,233 | $3,105-28.1% | $3,868-42.3% | $2,755-18.9% |
| Participant deferral / active EE | $5,248 | $3,869+35.6% | $5,057+3.8% | $4,296+22.2% |
| Admin fee / account holder | $13,865 | $6,566+111.1% | $8,355+66.0% | $6,918+100.4% |